You can manage your library of personnel via the ‘Personnel’ tab on the top right hand side of your account.
Alternatively, you can add a new personnel directly to a project and it will also update your Personnel library.
Adding users through the Personnel Library
You will need to be either the account owner or have the permission to access the Personnel Library in order to see this option on HANDS HQ.
If you need to be able to access the Personnel Library, contact your account owner or our Customer Success team.
To add new personnel, simply click on ‘Add new personnel’ and fill in their first name, last name, email address and phone number.
You can select the company from the dropdown list. You can chose from existing divisions or sub-contractor companies. If they are a subcontractor, and the company is not already on the list, click the ‘add new sub-contractor company’ below and add the name of the company.
2. You can then assign the person a role from the dropdown menu. You can also assign more than one role to a person.
**Please note, you will only be able to choose from the roles which are already in your library. If the role you wish to assign is not on the dropdown, you can see how to add a new role here.
**When adding the email address, please be aware that there can be no duplicate email addresses in the system. If you enter an email address that is already in use, when you click 'Add new personnel' the action will not work and a red box will appear around the email box.
3. You will also now have the option of assigning line managers to your personnel. Simply start typing in the name of the person you wish to add as the line manager, and then click on their name.
Once a person has been added to the personnel library, you will be able to add them to projects.
Adding new personnel to a project
You can also add personnel through the 'Personnel' section of the Project Overview page.
When you click on an existing project from your account's dashboard, or when you click 'Save and exit' after creating/editing a project, you will automatically be taken to the personnel section for that project.
From here, you can add personnel to your project.
To add someone who is not already in your Personnel Library, simply search for their name in the 'Add personnel' search box.
Check that they are not already an option to select (you want to avoid making duplicates), then click the dropdown text inviting you to create the new person.
This will take you through to the personnel creation side-panel.
Fill in the additional information. (You may want to create a sub-contractor company if they are external to your company)
If you need to create a new role, type in the role and click 'Create role'.
When you are happy, review all the personnel's details - check for spelling errors, that the email is correct etc - this is important as if you don't have access to the Personnel Library, you will not be able to edit those details.
Finally, click 'Add personnel' and they will be appear on your project and be ready to add to any future RAMS.
You can add as many personnel as you need.
Still not working?
If you're unable to add personnel, or something is going wrong, check out our Personnel FAQs to solve most common issues.